Barbara Holian Kong, CFP, MBA
Director of Financial Services, JY Wealthcare, LLC
Barbara joined Johanson & Yau in February 2004 and currently serves as Director of Financial Services for JY Wealthcare. She is a Certified Financial Planner TM and has provided individuals and small businesses with financial planning services since 1991.
Barbara has successfully completed FINRA Series 6, 7, 63 and 66 examinations. She is a registered representative with 1st Global Capital Corp., our broker-dealer, also is an Investment Adviser Representative in California and has securities licenses for Hawaii, Maine, Massachusetts, Maryland, New Hampshire, Oregon and Washington. Barbara holds the California insurance license (Lic. #0A26929) for life, disability, long-term care and annuities.
To assist every client reach their comprehensive financial goal, Barbara employs 1stGlobal’s Method 10TM program to ensure all financial concerns are addressed in a systematic method. The process involves gathering relevant financial information, setting life goals, examining current financial status and determining a strategy to meet those goals.
Barbara earned her MBA in Business Administration from Arizona State University. She is a member of the Silicon Valley Financial Planning Association as well as the Santa Clara County Estate Planning Council.
Securities offered through 1st Global Capital Corp. Member FINRA/SIPC. Investment Advisory Services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. We currently have advisers licensed and registered to sell securities in the states of California, Hawaii, Maine,Maryland, Massachusetts, Nevada, New Hampshire, Oregon, and Washington. This is not an offer to sell or solicit securities in any other state of jurisdiction.